SMArtX Advisory Solutions Expands Model Marketplace with 21 New Strategies from Eight Leading Asset Management Firms

Moody Aldrich Partners and Vineyard Global Advisors Join the SMArtX Platform

WEST PALM BEACH, Fla.–(BUSINESS WIRE)–#AdvisorTech—SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, has announced the addition of 21 new strategies from eight leading asset management firms to its rapidly expanding platform. With this expansion, SMArtX’s cutting-edge platform now offers 1,484 strategies from over 300 distinguished asset management firms.

Newcomers Moody Aldrich Partners and Vineyard Global Advisors bring their US equity and hedged equity strategies, respectively. Meanwhile, existing partners Allspring Global Investments, Dana Investment Advisors, Lord, Abbett & Co., Nuveen Asset Management, Ocean Park Asset Management, and SMArtX Advisory Solutions have introduced new strategies focusing on themes including fixed income, equity, and allocation.

The full list of new strategies includes:

• Allspring Global Investments
  • CoreBuilder Core Plus
• Dana Investment Advisors
  • Municipal Bond Strategy
• Lord, Abbett & Co.
  • Dividend Growth
  • Large Cap Value
• Moody Aldrich Partners
  • MAP US Equity
• Nuveen Asset Management
  • 1-10 Year Municipal Ladder
  • 1-15 Year Municipal Ladder
  • 1-7 Year Municipal Ladder
• Ocean Park Asset Management
  • Growth Allocation
  • Moderate Growth Allocation
• SMArtX Advisory Solutions
  • BASE Aggressive Risk
  • BASE Conservative Risk
  • BASE Growth Portfolio
  • BASE Income Portfolio
  • BASE Moderate Risk
  • BASE Protection Portfolio
• Vineyard Global Advisors
  • VGA Optimized Equity Alpha – Hedged
  • VGA Quantitative Growth – Hedged
  • VGA Quantitative Value – Hedged
  • VGA Russell 3000 Enhanced Dividend – Hedged
  • VGA Sector Rotation – Hedged

Brad Haag, Executive Vice President of SMArtX, stated, “As we enter the second half of this year, we are excited to expand our manager marketplace to meet the evolving needs of our growing client base. We are grateful to our new and existing asset managers for their invaluable expertise and well-respected investment solutions that help us exceed our goals.”

For more information, https://www.smartxadvisory.com/resources/manager-profile/ download our latest Manager Profiles to explore the 1,484 strategies offered by our 308 distinguished asset management firms.

About SMArtX Advisory Solutions

SMArtX Advisory Solutions is an award-winning managed accounts technology provider and manages SMArtX, a turnkey asset management platform (‘TAMP’). SMArtX’s API-first, cloud-native technology operates within a modular, microservices architecture, providing clients with a tailored solution catered to their unique specifications. SMArtX is available as an off-the-shelf TAMP for advisors seeking a wider selection of investment products and ease of use while automating the investment processes and simplifying the everyday tasks of managing client accounts. SMArtX also licenses its proprietary technology to enterprise firms looking to create, customize, or upgrade their existing managed accounts technology as a standalone or fully integrated solution. SMArtX is the managed account technology and TAMP platform of choice for multiple RIAs, broker-dealers, asset managers, custodians, and FinTech firms. Learn more at www.smartxadvisory.com.

Contacts

Tina Powell

Intention.ly on behalf of SMArtX

[email protected]
201-212-0072